Professional Accounting & Tax Services

Reduce your accounting fees and now with NestEggg for ALL new clients just 45/hour for Remote/Online Bookkeeping for our staff that works remotely or with in house Account Managers, at 95/hour

Professional Accountants can be critical to the ongoing success of your business. They can provide advice on company structure, financial management and legal tax avoidance. But  fees can be exorbitant!

In some cases, too, their expenses are puzzling; a local business owner recently received an invoice that stated “charge for sending you this invoice $135”, NEVER at NestEggg and in most cases time spent under 3 minutes is FREE

There are three key areas the business owner can focus on to minimize the cost of their accounting fees; the selection process, the engagement, and the ongoing relationship.

Selecting your accountant (in the notes section reference “Remote Services” for our even lower rates)

  • Find an accountant who specializes in small businesses. They are going to be in a better position to understand your requirements.
  • Accountants with decades of experience are a great resource, but selecting one too close to retirement may mean you need to go through the process of bringing someone else up to speed with your records and knowledge.
  • Look for an accountant who uses a limited number of accounting software packages.

“Find an accountant who specializes in small businesses. They are going to be in a better position to understand your requirements.”

  • Ask the accountant about any complimentary services they offer; newsletters, seminars, initial consultation free or client business.

Communicate  with your accountant

  • At the beginning, be very clear on what services you are getting and what you are obligated to pay for. This should be in the engagement letter or information pack/agreement  that they provide you with. Many small business owners are unaware that the accountant is reliant on you providing them with complete, true and accurate records, and not all accountants review GST processing.
  • Ask the accountant how the accounting fees can be minimized; what responsibilities can you take on yourself?

The ongoing relationship

  • Use the accounting software package your accountant recommends, which would typically be QuickBooks Online.

 

 

Cannabis Clients requiring the complexity of 280e requirements aren’t subject to this offer but discounts are available when applicable.

About
“If you can't figure it out, figure out a "work-around!" The NestEggg Group was founded with a firm belief that working exclusively with professional firms to help them see past their history into the potential of their futures. Your potential is limited only by your creativity. Jeff's business purpose— “why”—centers on changing results through viewing things in new ways. He expounds: “Changing our results requires changing our actions. Because what we do proves what we believe, only when we change our beliefs can we progress. New insights are what cause us to shift our beliefs.” So what results do you want to attain? Call Jeffrey (1-888-987-NEST) when it’s time for progress. About Robert "Jeffrey" Wolter, President The NestEggg Group, Inc & EgggsAct Tax, Inc. & Managing Member NestEggg Investment Advisors Jeffrey is a common sense and productivity strategist. He facilitates and teaches about growth, positioning, and pricing strategies; leadership; operations; business communications and philanthropy. What he does best—differently from others—is energize people while he shows them how to solve business effectiveness. He clarifies the intricate, huts new light. He encourages hope. He sets you up to make development possible. Jeffrey is recognized for his original ideas and success with practical implementation, even as he challenges the "norm". Jeffery is a skilled facilitator. His deep knowledge of his firm(s) operations and ability to understand the intricacies of All of his clients, gives way to sharp observation skills allow his grasp a firm’s nuances quickly. He then guides firm owners and their teams on their unique paths toward improved profitability, smoother operations, stronger cultures and how and when to give back. Since 1998, he's helped more than 5,024 QuickBooks users and business owners achieve results such as: expanding revenues, attracting and inspiring talent, aligning operations with long-term objectives, discovering and leveraging their differentiation, substantially increasing sales and proposal results, strengthening relationships with their clients, and finding more joy in their work. His 25+ year career background includes roles as entrepreneur, finance director, board of director for several nonprofit, creative business development, insurances agency owner, Wealth Management Firm owner, editor, Tax Specialist, Accounting Director, Mediator and more. Before creating his firm in 2007, Jeffrey was an accountant for several well know local firms and individuals. After building a successful accounting practice, he became intrigued and inspired by the uniqueness of how Insurance, Investment's/Wealth Management, Taxes and Accounting/Bookkeeping all tend to work together, he branched out and created his list of Affiliate Companies in 2012 & 2013 In 2013, joined the Intuit Accountants Council and has assisted in the continued enhancement of the popular QuickBooks (Desktop and Online versions) and did so until late 2015. In 2014 with the legalization of Marijuana, Jeff and his team have committed themselves to knowing as much about the industry and being there to offer Cannabis Compliant, Accounting, Tax & Insurance to business owners that have or need help in keeping in with the Federal government's "280E"
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